Advanced SharePoint Designer 2013 Workflows Scott shearer SharePoint evangelist Haystax technology

Who Am I? SharePoint Evangelist and Consultant for Haystax Technology Based in Reston, VA Done everything from System Administration to C# development to helpdesk CPA Former Stock Broker Former Certified Financial Planner (CFP) Past Certifications Held: MCSE, MCSD, MCDBA, MCT, CNE Conference Speaker

Haystax Technology SharePoint Development Migration Training Consulting Secure Cloud technologies Microsoft AWS Advanced Analytics Public Safety Cloud Advance Threat Detection

SPEasyForms Codeplex Project No-code solution for https://speasyforms.codeplex.com/ No-code solution for Tabs Cascading Dropdowns Columns Conditional Column Visibility Accordions And More…..

Contact Info @ScottJShearer on Twitter sshearer@haystax.com scott.shearer@live.com http://spconcierge.wordpress.com

Todays Agenda App Steps and Impersonation Steps Setting Permissions using a Workflow Task Actions Utility functions Association Columns Calling a SharePoint 2010 Workflow from a 2013 Workflow Loops Calling a web service from a workflow

Impersonation Step vs App Step SharePoint 2010 Style Workflows Runs AS the account that published the workflow Any changes to list items show as modified by the person who published the workflow Someone with appropriate permissions should re- publish if original publisher loses permissions or account is disabled/removed Additional actions included with Impersonation step include actions to set item permissions

App Step Designer 2013 Workflow feature Has contribute access to all lists and libraries in the site collection* Instructions for granting full control

Demo Impersonation Step App Step

Association Columns Site Columns that are automatically added to a list when a workflow is associated with the list SharePoint 2010 Style workflows only

Initiation Form Parameters Variables created when a user is prompted for data when a workflow starts Default values needed if workflow can be run automatically on new or change

Demo Association Columns Initiation Form Parameters

Calling a SharePoint 2010 Workflow From a 2013 Workflow Start a List Workflow action Allows for use of a 2010 workflow to access features not supported in a 2013 workflow Demo

Web Service Call Ability to interact with web services Serge Luca blog http://sergeluca.wordpress.com/2013/04/09/calling-the- sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/ VisualSP video (free)video Asif Rehmani

Utility Actions Primarily String Functions Zero Based

Task Actions Start a Task Action

Todays Agenda App Steps and Impersonation Steps Setting Permissions using a Workflow Task Actions Utility functions Association Columns Calling a SharePoint 2010 Workflow from a 2013 Workflow Loops Calling a web service from a workflow

Questions? @ScottJShearer on Twitter sshearer@haystax.com scott.shearer@live.com http://spconcierge.wordpress.com

Resources Web Service Calls Task Actions Serge Luca blog http://sergeluca.wordpress.com/2013/04/09/calling-the- sharepoint-2013-rest-api-from-a-sharepoint-designer- workflow/ SharePoint Power Hour – Episode 22 http://www.youtube.com/watch?v=j4CU5UwtOBo Task Actions Laura Rogers video http://www.youtube.com/watch?v=ji5wxt4fcKc